IWS

Insight Wealth Strategies Portfolio holdings

AUM $849M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$539M
AUM Growth
+$89.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.9M
3
+$5.25M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.8M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.22M

Top Sells

1
+$7.55M
2
+$6.4M
3
+$3.2M
4
MBB icon
iShares MBS ETF
MBB
+$2.84M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.58M

Sector Composition

1 Technology 7.97%
2 Energy 3.9%
3 Consumer Discretionary 2.26%
4 Financials 2.08%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 0.61%
28,167
-1,275
27
$3.25M 0.6%
+61,541
28
$3.06M 0.57%
15,291
+4,817
29
$2.41M 0.45%
9,592
+2,366
30
$2.39M 0.44%
176,760
+38,360
31
$2.24M 0.42%
13,565
+4,236
32
$2.2M 0.41%
66,420
+14,380
33
$2.17M 0.4%
126,599
+28,698
34
$2.15M 0.4%
29,380
+7,840
35
$2.01M 0.37%
10,217
+2,520
36
$1.71M 0.32%
4,732
+1,511
37
$1.64M 0.3%
28,356
+1,140
38
$1.64M 0.3%
17,515
+7,937
39
$1.62M 0.3%
5,541
+1,282
40
$1.58M 0.29%
4,673
+1,371
41
$1.58M 0.29%
12,095
+3,618
42
$1.56M 0.29%
6,774
+1,941
43
$1.45M 0.27%
+30,948
44
$1.42M 0.26%
3,708
+686
45
$1.42M 0.26%
46,200
+15,375
46
$1.41M 0.26%
38,580
+8,170
47
$1.37M 0.26%
27,470
+5,770
48
$1.34M 0.25%
33,917
+11,702
49
$1.33M 0.25%
16,201
+4,440
50
$1.32M 0.25%
2,721
+749
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